Emilio Johansen Foncuberta, financial advisor Redwood City CA
93 score

Emilio Johansen Foncuberta

CRD Number: 4535722
Current Firm: Cuso Financial Services, LP

Emilio Johansen Foncuberta (CRD# 4535722) is an Investment Advisor Representative working at Cuso Financial Services, LP in Redwood City, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jul 2012 - Current 4
San Mateo Credit Union San Mateo, CA Jul 2012 - Current 4
Wells Fargo Advisors LLC San Jose, CA May 2009 - Jul 2012 3
Wachovia Securities, LLC San Jose, CA Feb 2007 - May 2009 2
Atlas Securities, Inc. San Leandro, CA Jul 2002 - Feb 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Emilio Johansen Foncuberta
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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